Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
LP
LUCIANO PACKAGING TECHNOLOGIES
Financial Advisor
Career Insights for Financial Planner / Investment Consultant
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Texas data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$102,684 / year median in Texas
+8% projected growth
Job Description
Overview Join our dynamic team as a Financial Advisor and empower clients to achieve their financial goals through expert guidance and personalized strategies. In this vital role, you will provide comprehensive financial planning, investment management, and wealth management services, ensuring clients navigate complex financial concepts with confidence. Your expertise will help clients optimize their assets, plan for the future, and secure their financial well-being. This position offers an exciting opportunity to make a meaningful impact while working in a fast-paced, client-focused environment dedicated to excellence and integrity. Responsibilities Develop tailored financial plans by analyzing clients' financial situations, including estate planning, tax strategies, and investment portfolios Advise clients on securities law compliance, financial regulations, and industry best practices to ensure sound investment decisions Manage client relationships by providing ongoing communication, portfolio reviews, and updates on market trends and financial products Conduct research on financial markets, investment opportunities, and industry developments to inform strategic recommendations Assist clients with estate planning tools such as wills, trusts, and estate law to protect assets and facilitate wealth transfer Maintain thorough knowledge of financial software, compliance standards, and regulatory requirements to ensure accurate documentation and reporting Collaborate with banking services teams to offer integrated cash management solutions and banking products aligned with client needs Requirements Proven experience practicing in the securities industry with a strong understanding of financial analysis, investment management advisory services, and asset management Deep knowledge of financial concepts including wealth management, portfolio management, and financial planning strategies Familiarity with securities law, FINRA regulations (Financial Industry Regulatory Authority), and industry knowledge of financial regulations Expertise in estate planning tools such as wills, trusts & estate law; tax experience; and legal considerations related to wealth transfer Strong client relationship management skills with the ability to communicate complex financial concepts clearly and effectively Proficiency in financial software applications used for research, analysis, and compliance tracking Relevant certifications such as Series 7 or Series 63/65 licenses are highly preferred; ongoing professional development in finance is encouraged Excellent math skills combined with analytical thinking to evaluate investment options and market data accurately Join us as a Financial Advisor where your expertise will help clients build secure futures while advancing your career in a vibrant environment committed to integrity, innovation, and exceptional service.